USA Stock Consideration Change Report
CBL & Associates becomes a BUY consideration while American Public Education, Diamond Offshore, HFF, Patterson-UTI Energy, QuinStreet and Rayonier Advanced Materials get a SELL consideration.
Update Economic USA Consumer Credit
Consumer credit continues to show renewed expansion without undue stress in servicing debt. Household debt remains low at 66% of household economic output compared to 87% of 2009.
U.S. Stock Portfolio Considerations (November 2017)
Global Payments, Allegheny Technology and NRG leave the portfolio while Coty, CVS, Kroger and Tyson Foods join.
U.S. Sector Index (ETF) Portfolio Consideration
Some of the changes in asset allocation considerations since last report using the Balanced Target: 1. 0.7 point decrease in Consumer Discretionary, 2. 1.5 point decrease in Consumer Staples, 3. 0.6 point decrease in Energy, 4. 0.8 point increase in Financials, 5. 0.5 point decrease in Health Care, 6. 0.3 point increase in Industrials, 7. 2.2 point increase in Technology, 8. 0.2 point increase in Materials, 9. 0.2 point decrease in Telecom, 10. 0.1 point increase in Utility.
Global Index (ETF) Portfolio Considerations (American View)
Changes in asset allocation considerations since last report: all of the changes in this report are domestic in nature and influence the Opportunity Target more than the Stable Target.